From first contact to signed mandate
Track opportunities through your pipeline stages and turn accepted offers into project budgets — without retyping a single line.
Sound familiar?
Opportunities in inboxes
Requests sit in personal mailboxes, and follow-ups depend on someone remembering.
Offers retyped as budgets
Once a client says yes, the offer is rebuilt by hand as a project budget.
No view of what is coming
You cannot plan hiring or capacity because new business is invisible until it is signed.
How it works
- 01
Capture the lead
Record the opportunity with contact, value and stage — linked to a Bexio contact if you like.
- 02
Move it through the pipeline
Your own stages from first contact to offer and decision, visible for the whole team.
- 03
Convert to a project
An accepted lead becomes a project; its offer lines become the budget.
Built for the way your firm works
Track new mandate requests from first consultation to engagement, and start the mandate with the agreed estimate as budget.
Follow pitches and offers per stage, and kick off the project with the offered phases already in the budget.
See the pipeline next to running work, so capacity and hiring follow real demand.
What you get
Custom pipeline stages
Define the stages that match your sales process.
Offer to budget
Offer lines become project budgets in one click.
Bexio contacts
Create or link the Bexio contact straight from the lead.
Forecast new business
See expected revenue from the pipeline next to running work.
Shared with partners
Leads can be shared with partner firms like mandates.
One client record
Leads, projects and invoices share the same client.
Works hand in hand with
Frequently asked questions
Can I define my own pipeline stages?+
Yes. Pipeline stages are configurable per firm.
What happens when a lead is won?+
You convert it into a project, and the offer lines are taken over as the project budget.
Is the pipeline connected to Bexio?+
Yes. You can create or link a Bexio contact directly from a lead.
Does the pipeline feed the forecast?+
Yes. Expected new business from the pipeline is part of the financial forecast in Reports.
Can I share a lead with a partner firm?+
Yes. Leads can be shared with connected partner firms, with the same control over what they see.
Ready to run your firm in one cockpit?
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